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BOK Financial Private Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BOK Financial Private Wealth, Inc.
报告期 2026-03-31 · CIK 0001317348
持仓数
448
前50大市值合计
$1.54B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 47
减持 79
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$34.6M
409,778
+10%
增持
VXUS
VANGUARD STAR FDS
+$14.0M
853,451
+32%
增持
VTV
VANGUARD INDEX FDS
+$12.6M
525,462
+8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VUG
VANGUARD INDEX FDS
+$12.1M
358,703
+0%
增持
IJH
ISHARES TR
+$9.8M
1,318,084
+420%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.4M
911,394
+14%
减持
IWB
ISHARES TR
+$4.2M
235,149
-3%
减持
IVV
ISHARES TR
+$4.1M
124,349
-3%
增持
IJR
ISHARES TR
+$2.8M
293,997
+7%
减持
AGG
ISHARES TR
-$2.2M
64,983
-25%
减持
AAPL
APPLE INC
-$1.8M
79,805
-1%
减持
VO
VANGUARD INDEX FDS
+$1.6M
173,045
-3%
增持
XYL
XYLEM INC
+$1.4M
34,579
+27%
增持
CRM
SALESFORCE INC
+$1.3M
6,126
+194%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.2M
3,553
+2789%
建仓
—
ARISTA NETWORKS INC
+$1.2M
4,199
减持
QUAL
ISHARES TR
+$1.2M
164,007
-6%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
18,432
-30%
减持
CSCO
CISCO SYS INC
-$942.9K
26,952
-40%
减持
NEM
NEWMONT CORP
-$919.5K
96
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$865.7K
2,216
减持
IEFA
ISHARES TR
+$849.7K
613,478
-3%
减持
VTI
VANGUARD INDEX FDS
-$822.6K
19,008
-22%
减持
ICSH
ISHARES TR
-$820.7K
241,682
-7%
减持
COST
COSTCO WHSL CORP NEW
-$797.7K
6,271
-22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$790.8K
14,385
+1818%
减持
AMZN
AMAZON COM INC
+$776.7K
44,823
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$723.8K
9,212
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$717.6K
1,259,094
-3%
减持
MSFT
MICROSOFT CORP
+$661.5K
21,059
-3%
减持
ZTS
ZOETIS INC
-$652.9K
12,889
-10%
减持
VB
VANGUARD INDEX FDS
+$652.8K
84,976
-3%
减持
JPM
JPMORGAN CHASE & CO
+$644.5K
25,630
-3%
减持
EW
EDWARDS LIFESCIENCES CORP
+$626.6K
33,304
-1%
减持
IVW
ISHARES TR
+$577.9K
379,525
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$565.9K
7,175
-8%
减持
DIS
DISNEY WALT CO
+$392.1K
16,671
-8%
减持
SCHB
SCHWAB STRATEGIC TR
+$387.1K
82,606
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$375.6K
14,035
-5%
减持
TMUS
T-MOBILE US INC
-$334.3K
11,924
-16%
减持
SCHF
SCHWAB STRATEGIC TR
+$333.0K
162,909
-0%
减持
MA
MASTERCARD INCORPORATED
+$325.6K
11,267
-6%
减持
EFA
ISHARES TR
+$319.8K
100,510
-2%
减持
EFG
ISHARES TR
+$319.0K
76,728
-3%
减持
SLB
SCHLUMBERGER LTD
-$294.5K
62,438
-13%
增持
SCHD
SCHWAB STRATEGIC TR
+$289.9K
21,699
+13%
减持
—
ACCENTURE PLC IRELAND
-$287.2K
10,244
-6%
增持
NVDA
NVIDIA CORPORATION
+$284.9K
551
+28%
减持
SBUX
STARBUCKS CORP
-$278.2K
17,009
-11%
减持
AVGO
BROADCOM INC
+$277.8K
4,493
-12%
减持
MCD
MCDONALDS CORP
-$265.8K
7,177
-7%
增持
—
EXXON MOBIL CORP
+$262.0K
14,209
+2%
减持
BRO
BROWN & BROWN INC
+$259.5K
24,261
-7%
减持
CAH
CARDINAL HEALTH INC
-$259.4K
10,438
-26%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$254.7K
166,692
+2%
减持
APH
AMPHENOL CORP NEW
+$250.5K
33,625
-8%
增持
IWM
ISHARES TR
+$241.5K
18,841
+2%
清仓
MMT
MFS MULTIMARKET INCOME TR
-$240.0K
0
-100%
清仓
AESI
ATLAS ENERGY SOLUTIONS INC
-$227.7K
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
+$226.5K
142,415
-5%
增持
ABBV
ABBVIE INC
+$220.0K
6,097
+6%
减持
UNP
UNION PAC CORP
-$218.9K
10,055
-8%
减持
HON
HONEYWELL INTL INC
-$216.4K
11,800
-6%
减持
FANG
DIAMONDBACK ENERGY INC
+$212.6K
6,160
-5%
减持
PEP
PEPSICO INC
-$211.1K
17,224
-9%
减持
—
PIONEER NAT RES CO
-$210.8K
4,613
-27%
增持
QQQ
INVESCO QQQ TR
+$206.7K
935
+83%
减持
IVE
ISHARES TR
+$206.4K
112,181
-6%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$200.8K
13,277
-7%
减持
EFV
ISHARES TR
-$197.5K
171,937
-6%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$197.4K
31,847
-12%
增持
DXCM
DEXCOM INC
+$195.5K
11,182
+2%
建仓
HDEF
DBX ETF TR
+$190.4K
7,718
减持
TSCO
TRACTOR SUPPLY CO
+$189.5K
5,739
-6%
增持
WM
WASTE MGMT INC DEL
+$188.9K
5,012
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$188.6K
34,859
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$188.4K
14,307
-14%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$179.6K
3,937
减持
GOOGL
ALPHABET INC
+$179.3K
43,555
-5%
减持
CTRA
COTERRA ENERGY INC
-$177.9K
61,562
-17%
减持
LOW
LOWES COS INC
+$175.2K
10,722
-7%
增持
MRK
MERCK & CO INC
+$167.8K
6,525
+3%
减持
GLD
SPDR GOLD TR
+$166.5K
12,297
-1%
减持
RTX
RTX CORPORATION
-$165.6K
630
-77%
建仓
SCHI
SCHWAB STRATEGIC TR
+$165.3K
3,715
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$164.6K
2,615
-15%
减持
ECL
ECOLAB INC
+$164.3K
10,276
-8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$161.4K
2,463
+1936%
减持
EXR
EXTRA SPACE STORAGE INC
-$160.1K
41
-96%
增持
FTV
FORTIVE CORP
+$159.5K
12,584
+0%
增持
WMT
WALMART INC
+$158.4K
28,007
+189%
清仓
—
BLACKROCK MUNIHOLDINGS QUALI
-$153.3K
0
-100%
减持
MS
MORGAN STANLEY
-$150.8K
24,987
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$149.3K
3,142
+0%
增持
EFAV
ISHARES TR
+$143.6K
2,191
+1204%
减持
AEP
AMERICAN ELEC PWR CO INC
-$143.6K
567
-76%
增持
SDY
SPDR SER TR
+$141.8K
12,882
+4%
减持
DBEF
DBX ETF TR
+$135.7K
64,667
-5%
增持
META
META PLATFORMS INC
+$126.5K
584
+32%
减持
INTU
INTUIT
-$122.2K
7,748
-6%
减持
BALL
BALL CORP
-$121.2K
30
-99%
减持
J
JACOBS SOLUTIONS INC
+$119.9K
15,130
-11%
增持
VOE
VANGUARD INDEX FDS
+$116.0K
1,832
+57%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$115.4K
3,000
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$109.6K
2,985
增持
ORCL
ORACLE CORP
+$107.7K
1,169
+215%
减持
VYM
VANGUARD WHITEHALL FDS
+$106.3K
17,234
-3%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$105.3K
1,743
减持
ITT
ITT INC
+$96.9K
28,145
-10%
增持
VOT
VANGUARD INDEX FDS
+$94.5K
1,262
+36%
减持
IAU
ISHARES GOLD TR
-$91.3K
21,095
-16%
增持
HD
HOME DEPOT INC
+$84.7K
1,810
+3%
增持
SCZ
ISHARES TR
+$82.8K
5,962
+25%
增持
VGT
VANGUARD WORLD FD
+$81.8K
1,165
+7%
建仓
PWR
QUANTA SVCS INC
+$81.8K
315
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$78.6K
2,000
减持
NULG
NUSHARES ETF TR
-$75.1K
6,250
-21%
增持
V
VISA INC
+$73.2K
1,445
+14%
建仓
ISRG
INTUITIVE SURGICAL INC
+$71.8K
180
增持
AMAT
APPLIED MATLS INC
+$71.6K
622
+78%
建仓
SCHR
SCHWAB STRATEGIC TR
+$70.9K
1,445
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$67.9K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$66.6K
247
增持
NKE
NIKE INC
-$66.2K
6,267
+4%
增持
ABT
ABBOTT LABS
+$65.1K
5,203
+9%
减持
SCHX
SCHWAB STRATEGIC TR
+$64.8K
41,840
-7%
建仓
VLO
VALERO ENERGY CORP
+$64.0K
375
清仓
STZ
CONSTELLATION BRANDS INC
-$60.7K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$58.4K
13,118
-7%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$57.9K
3,266
+30%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$56.9K
698
增持
SPHY
SPDR SER TR
+$56.4K
6,342
+60%
增持
VBK
VANGUARD INDEX FDS
+$54.4K
320
+167%
减持
IQV
IQVIA HLDGS INC
-$54.0K
6,527
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$53.6K
1,844
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$53.3K
91
-56%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$53.3K
390
增持
BND
VANGUARD BD INDEX FDS
+$52.8K
127,614
+2%
减持
VNQ
VANGUARD INDEX FDS
-$51.9K
21,752
-1%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$51.2K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$50.6K
23,731
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$48.7K
61
-89%
增持
KO
COCA COLA CO
+$48.3K
7,545
+7%
减持
PSX
PHILLIPS 66
-$48.1K
193
-68%
增持
TXN
TEXAS INSTRS INC
+$47.4K
590
+82%
建仓
SMLV
SPDR SER TR
+$46.9K
419
增持
DES
WISDOMTREE TR
+$46.2K
21,742
+5%
减持
IWF
ISHARES TR
+$44.8K
4,373
-7%
清仓
—
H & E EQUIPMENT SERVICES INC
-$43.9K
0
-100%
减持
BKR
BAKER HUGHES COMPANY
-$40.8K
108
-92%
